Investment market update May 2024
18 June 2024
On the back of data showing some countries have exited recessions at the end of the first quarter of 2024 and inflation falling, several market indexes reached record highs in May. Read on to find out what else may have affected the markets and your investment portfolio.
How many steps should you take every day to improve your health
18 June 2024
How many times have you told yourself that you need to do more exercise, started a new routine, and then stopped it altogether after a few weeks as you just don’t have the time?
Explained When do you need to declare the interest earned on savings
18 June 2024
Rising interest rates have been fantastic news for savers. But it might have left you wondering if you need to pay tax on the interest you’ve earned, and how to pay it if you are liable.
Making your present part of your financial plan could enhance your life
18 June 2024
As financial planners, we often talk about the importance of working towards long-term goals and security. As part of your financial plan, you might be putting money into a pension for retirement or building an emergency fund to safeguard your finances if you experience a shock.
How a financial plan could alleviate your inflation worries
18 June 2024
The uncertainty of how the cost of living will change during your lifetime can make long-term planning difficult. After all, how can you be certain how your expenses will change in 20 years or more? If you’re worried about the effect of inflation on your security, a financial plan could provide peace of mind.
Investment market update February 2024
18 March 2024
While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which could pave the way for interest rate cuts later this year.
7 reliable ways to boost your energy levels
18 March 2024
When your life is busy, fighting fatigue might seem like a never-ending battle.
A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
18 March 2024
A recent survey reported 2 in 5 wealthy individuals have been the victim of financial crime.
More than 1 million investors are expected to pay Dividend Tax for the first time in 202425
18 March 2024
More than 1 million investors are likely to be hit with a Dividend Tax bill for the first time in the 2024/25 tax year.
Are you risking a pension shortfall by overlooking longevity
18 March 2024
A survey published in IFA magazine suggests that some retirees could risk running out of money during their lifetime because they haven’t considered how long their assets need to last.
All the winners and losers from the 2024 Spring Budget
06 March 2024
With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better public services and lower taxes”.
Your Spring Budget update – the key news from the chancellor’s statement
06 March 2024
The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s plans for the next fiscal year and beyond.